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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,998 | $73,848-90.5% | $143,799-95.1% | $68,486-89.8% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -29.61% | 0.91%-30.5pp | -0.04%-29.6pp | -7.85%-21.8pp |
| Employer contribution / active EE | $683 | $3,184-78.6% | $4,952-86.2% | $2,597-73.7% |
| Participant deferral / active EE | $1,988 | $3,385-41.3% | $5,638-64.7% | $4,028-50.7% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |